Arkolith/Funds/Hamrick Investment Counsel, llc

Hamrick Investment Counsel, llc

CIK 2126147
Holdings as of Aug 13, 2026·disclosed Aug 13, 2026·~0-day 13F lag·13F-HR
Active Filer

Hamrick Investment Counsel, llc holds a focused book of 182 stocks worth $150.8M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Welltower Inc and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Schwab 1-5 Yr Corp BND ETF at 12% of the equity book.

Opened
5
bought for the first time
Added to
25
already held, bought more
Trimmed
96
sold some, still holds it
Sold out
182
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
53%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Information Technology
9%
Health Care
7%
Financials
5%
Consumer Discretionary
4%
Real Estate
3%
Industrials
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hamrick Investment Counsel, llc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$439.9B
BANK OF AMERICA CORP /DE/80 / 80$289.7B
ROYAL BANK OF CANADA80 / 80$138.8B
OSAIC HOLDINGS, INC.80 / 80$13.4B
WELLS FARGO & COMPANY/MN79 / 80$128.7B
LPL Financial LLC79 / 80$58.8B
Allworth Financial LP79 / 80$5.3B
Farther Finance Advisors, LLC79 / 80$2.5B

Ranked by how many of Hamrick Investment Counsel, llc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

182 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
1 5YR CORP BD
$18.4M746.2K
12.2%
+0.5%
Added · +4K sh
2Vanguard Specialized Funds
DIV APP ETF
$10.5M44.4K
7.0%
+8.6%
Added · +4K sh
3SPDR Series Trust
SST SPDR BLOOMBE
$9.7M461.5K
6.4%
+6.8%
Added · +29K sh
4Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$8.4M140.3K
5.6%
−2.3%
Reduced · −3K sh
5Schwab Strategic TR
US LRG CAP ETF
$7.5M255.9K
5.0%
+1.3%
Added · +3K sh
6ALPS ETF TR
OSHARES US SMLCP
$6.4M135.7K
4.3%
+14%
Added · +17K sh
7Schwab Strategic TR
INTL SCEQT ETF
$6.3M130.1K
4.2%
+3.5%
Added · +4K sh
8Schwab Strategic TR
INTL EQTY ETF
$5.9M211.8K
3.9%
+10%
Added · +19K sh
9Ishares TR
ESG AW MSCI EAFE
$3.7M35.9K
2.5%
−4.5%
Reduced · −2K sh
10Vanguard World FD
ESG US STK ETF
$3.4M26.1K
2.3%
−7.0%
Reduced · −2K sh
11Amgen Inc
COM
$3.0M8.3K
2.0%
−15%
Reduced · −1K sh
12Vanguard Index FDS
EXTEND MKT ETF
$3.0M12.1K
2.0%
−9.9%
Reduced · −1K sh
13Apple Inc
COM
$2.8M9.8K
1.9%
−21%
Reduced · −3K sh
14Vanguard Intl Equity Index F
ALLWRLD EX US
$2.7M32.4K
1.8%
−10%
Reduced · −4K sh
15Vanguard Intl Equity Index F
GLB EX US ETF
$2.6M57.5K
1.7%
+3.0%
Added · +2K sh
16Microsoft Corp
COM
$2.5M6.8K
1.7%
−41%
Reduced · −5K sh
17Costco Wholesale Corporation
COM
$2.4M2.6K
1.6%
−29%
Reduced · −1K sh
18Starbucks Corp
COM
$2.3M22.4K
1.5%
−77%
Reduced · −74K sh
19Visa Inc
COM CL A
$2.2M6.4K
1.5%
−25%
Reduced · −2K sh
20Ishares Inc
US INTL HGH YLD
$2.2M47.5K
1.4%
−2.1%
Reduced · −1K sh
21Ishares TR
CORE UNIVRSL USD
$2.0M44.0K
1.3%
Held
22JPMorgan Chase & Co
COM
$2.0M6.0K
1.3%
−4.9%
Reduced · −314 sh
23Kimco Realty Corp
COM
$1.9M75.1K
1.3%
−4.7%
Reduced · −4K sh
24Vertex Pharmaceuticals Inc
COM
$1.6M3.3K
1.1%
−27%
Reduced · −1K sh
25Stryker Corporation
COM
$1.6M5.0K
1.1%
−18%
Reduced · −1K sh
26International Business Machs
COM
$1.6M5.5K
1.0%
−14%
Reduced · −921 sh
27Waters Corp
COM
$1.5M4.0K
1.0%
−19%
Reduced · −946 sh
28Alphabet Inc
CAP STK CL A
$1.5M4.1K
1.0%
−2.0%
Reduced · −85 sh
29Colgate Palmolive Co
COM
$1.4M15.1K
0.9%
−10%
Reduced · −2K sh
30Canadian Pacific Kansas City
COM
$1.3M15.4K
0.9%
−1.7%
Reduced · −269 sh
31Waste Mgmt Inc Del
COM
$1.3M5.7K
0.8%
−3.9%
Reduced · −231 sh
32US Bancorp
COM NEW
$1.3M20.8K
0.8%
−22%
Reduced · −6K sh
33Price T Rowe Group Inc
COM
$1.3M11.1K
0.8%
−14%
Reduced · −2K sh
34Pfizer Inc
COM
$1.1M47.5K
0.8%
−11%
Reduced · −6K sh
35Weyerhaeuser Co
COM NEW
$1.1M46.7K
0.7%
−5.2%
Reduced · −3K sh
36Goldman Sachs Group Inc
COM
$1.1M1.1K
0.7%
−6.3%
Reduced · −74 sh
37Adobe Inc
COM
$1.1M5.4K
0.7%
−32%
Reduced · −3K sh
38United Parcel Svcs Inc
CL B
$1.1M9.8K
0.7%
−7.5%
Reduced · −793 sh
39Rockwell Automation Inc
COM
$999K2.0K
0.7%
−2.5%
Reduced · −51 sh
40Schwab Strategic TR
US TIPS ETF
$995K37.6K
0.7%
−16%
Reduced · −7K sh
41Johnson & Johnson
COM
$958K3.8K
0.6%
−22%
Reduced · −1K sh
42Essential Utils Inc
COM
$915K23.9K
0.6%
−0.1%
Reduced · −12 sh
43Verizon Communications Inc
COM
$903K21.3K
0.6%
−41%
Reduced · −15K sh
44Home Depot Inc
COM
$880K2.5K
0.6%
−5.3%
Reduced · −139 sh
45Welltower Inc
COM
$758K3.3K
0.5%
New
New position
46Kenvue Inc
COM
$693K36.3K
0.5%
−1.2%
Reduced · −442 sh
47Alphabet Inc
CAP STK CL C
$657K1.9K
0.4%
−36%
Reduced · −1K sh
48Chevron Corporation
COM
$627K3.8K
0.4%
−38%
Reduced · −2K sh
49Danaher Corp Del
COM
$611K3.2K
0.4%
−30%
Reduced · −1K sh
50Manhattan Associates Inc
COM
$549K3.9K
0.4%
+28%
Added · +858 sh
Showing 50 of 182 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Hamrick Investment Counsel, llc owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2126147/holdings"
Ask your agent
Use Arkolith to show Hamrick Investment Counsel, llc's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q3 2026Aug 13, 2026Aug 13, 2026186$150.8M13F-HR
Q2 2026May 11, 2026May 11, 2026366$180.5M13F-HR
Amended / restated
  • Q2 2026 · filed Apr 1, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.